Adobe AD0-E908 Adobe Workfront Core Developer Professional Exam Practice Test

Objective: Configure Workfront to allow external agencies to collaborate with the core organization while restricting interaction between different external agencies.

Configuration Steps:

Step 1: Set up each external agency under their own Companies and Groups.

Explanation: This separates the agencies structurally within Workfront, making it easier to manage access.

In Adobe Workfront, when an organization captures project requests in a request queue and wants the information from the request custom form to be transferred to the project upon conversion, the developer should use the feature in the queue setup. Specifically, there is an option within the queue details where a checkbox can be selected to ensure that the custom formassociated with the issue is transferred to the project. This allows all the information captured in the request custom form to be carried over seamlessly to the new project.

Identify the Requirement: The admin notices that the custom task status is only available in some projects with assigned Marketing team members.

Understanding Group Statuses: Group statuses in Workfront are linked to specific groups and are only available in projects that are associated with those groups.

Review Project Details:

Check Project Association: Ensure that the projects where the status is missing are correctly associated with the Marketing group.

Update Project Details: If necessary, update the project details to associate them with the Marketing group. This will ensure that the custom group statuses are available.

Implementation:

Verify Group Settings: Confirm that the custom statuses are correctly set up for the Marketing group in the group settings.

Communicate with Users: Inform project managers and team members about the association requirements for using custom group statuses.

References: Documentation on group statuses and project associations in Workfront can be found in the Workfront Help Center and administrative training materials​​​​.

Conditional formatting in Workfront reports is an option available primarily in Views. This feature allows users to apply formatting rules to report data based on certain conditions.

Navigate to Report Builder:

Go to the Reports area and open or create a report.

Click on the "View" tab in the report builder.

Apply Conditional Formatting:

In the View tab, you can add columns and set up conditional formatting rules.

Use the "Add a Rule" option to specify conditions under which the formatting should be applied.

Set Conditions:

Define the conditions (e.g., if the value in a column is greater than a certain number, apply a specific color or style).

Save the View:

Save the view with the applied conditional formatting.

References:

Detailed instructions on applying conditional formatting in views can be found in the Workfront documentation and advanced reporting presentations (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

Make a dashboard the landing page for users:

This practice ensures that users are immediately presented with the most relevant information when they log in to Workfront. It enhances user engagement by providing quick access to important metrics and tasks.

Canvas Dashboards:

Canvas Dashboards provide users with the ability to build effective reporting visualizations, offering increased visibility and flexible layout options. They allow for the integration of various report types and interactive elements.

The Portfolio Optimizer in Adobe Workfront is a tool used by project managers and portfolio managers to analyze and prioritize projects. The information used in the Portfolio Optimizer primarily comes from the project's Alignment Score. This score is a calculated metric that reflects how well a project aligns with the strategic goals and priorities of the organization. The Alignment Score helps in objectively comparing and prioritizing projects based on their strategic value.

When organizing projects using Portfolios and Programs in Adobe Workfront, two key considerations apply:

Portfolios are containers for Programs:This means that programs are organized within portfolios, and a portfolio can contain multiple programs. This hierarchical structure helps in managing and aligning various programs under broader strategic initiatives represented by portfolios.

Projects can be associated with only one Program or Portfolio:A project can be linked to a single program and, by extension, to the portfolio containing that program. This ensures clarity in project alignment and reporting within the organizational structure.

References

These considerations are discussed in the Workfront training materials and documentation, which explain the hierarchical relationships and constraints for using portfolios and programs to organize projects​​​​.

Objective: Understand how requests are routed when the default assignee in a routing rule is deactivated.

Routing Behavior:

Explanation: Workfront does not automatically reassign requests when the default assignee is deactivated. Requests will continue to be routed to the deactivated account unless manually reconfigured.

Project status and timesheets:

For tasks to appear on a timesheet, the project status must be set to "Current." If the project status is anything other than Current (e.g., Planning, Complete, or On Hold), tasks from that project will not automatically populate the timesheet.

Create layout templates for sets of users, not individuals:

This practice helps in standardizing the user experience across similar roles or teams, making it easier to manage and update templates. It ensures consistency and reduces the administrative effort required to maintain individual templates.

Request queues in Adobe Workfront are particularly useful for managing the intake of work requests into a department. By setting up a request queue, a team can standardize the process for receiving, evaluating, and assigning incoming requests. This helps in ensuring that all requests are handled consistently and efficiently, prioritizing and delegating work based on the team’s capacity and current workload.

References

The usage of request queues for managing work intake is a common practice outlined in Workfront training materials and is emphasized in several case studies and user guides provided by Adobe​​​​.

In Adobe Workfront, time can be recorded on Projects, Tasks, and Issues. This flexibility allows users to track time spent on various types of work items, providing comprehensive time management and reporting capabilities.

Record Time on Projects:

Navigate to a project.

Click on the "Hours" tab.

Enter the time spent on the project.

Record Time on Tasks:

Navigate to a task within a project.

Click on the "Hours" tab.

Enter the time spent on the task.

Record Time on Issues:

Navigate to an issue within a project.

Click on the "Hours" tab.

Enter the time spent on the issue.

References:

The processes for recording time on various objects are detailed in the Workfront time-tracking documentation and training materials (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

One of the primary benefits of setting up an automated proofing workflow in Workfront, as opposed to a basic workflow, is the ability to create a series of review stages with dependencies between stages. This feature enhances the review process by:

Organizing Reviews:Multiple stages can be defined, ensuring that each stage is completed before the next begins, which helps maintain a structured and sequential review process.

Dependencies:Dependencies between stages ensure that proofs move through the review process in an orderly manner, with specific actions required at each stage.

Automation and Efficiency:Automating this process reduces the manual intervention needed, speeding up the overall proofing process and ensuring consistency across reviews.

This approach is highlighted in various user guides and advanced workflow setup training sessions for Workfront, emphasizing its efficiency and effectiveness in managing complex review processes​​​​​​​​​​​​.

Date-effective billing rates in Workfront are applicable to the following objects:

Companies:Allows setting specific billing rates for different companies.

Users:Enables individual billing rates based on the user.

Job Roles:Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.

These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates​​​​.

The Adobe Workfront for Jira native integration allows users to automate and streamline workflows between Workfront and Jira. Specifically, the integration supports the following key feature:

Creation of Jira Issues:

When items are created in Workfront, corresponding issues can be automatically created in Jira. This ensures that tasks and projects managed in Workfront are reflected in Jira, enabling teams to collaborate more effectively across both platforms.

References:

Detailed information on the capabilities of the Workfront for Jira integration is found in the official Workfront documentation and integration guides provided during webinars and training sessions (2.28.23 - The Case for FT Sys Admins)​​.

To configure timesheet profiles that generate automatically and are sent to managers for approval, the system administrator needs to:

Specify Time Interval: Define the time interval for automatic timesheet generation, such as weekly. This setting ensures that timesheets are created at regular intervals without manual intervention.

Set Approver: Set the approver field to "Their Manager." This configuration ensures that the timesheets are automatically routed to the respective managers for approval.

References

Workfront's timesheet profile setup documentation provides detailed steps for configuring automatic timesheet generation and approval workflows​​​​.

Identify the Requirement: The admin needs to set up an Automated Workflow Template and ensure that the design team can view the new templates.

Understanding Sharing Mechanisms in Workfront: Workfront allows administrators to share templates, projects, and reports with specific users or groups to ensure visibility and collaboration.

Creating the Automated Workflow Template:

Navigate to Templates: In Workfront, go to the Templates section.

Create New Template: Select the option to create a new workflow template.

Define Workflow: Set up the workflow steps, including tasks, approvals, and dependencies, as required for the design team's processes.

Save the Template: Ensure the workflow template is saved correctly in the system.

Sharing the Workflow Template:

Select the Template: Go to the created workflow template in the Templates section.

Share with Design Team: Use the sharing options to specifically share the template with the Design Team group. This ensures that only the design team has access to the new workflow template.

Set Permissions: Define the level of access the design team will have, such as view, edit, or manage permissions.

Communication and Training:

Notify the Design Team: Inform the design team about the new workflow template and how they can access and use it.

Provide Training: Offer training sessions or materials to help the design team understand how to use the new automated workflow template effectively.

Inherited status names:

Sub-groups inherit the project status names from their parent group unless explicitly overridden. Therefore, the AP sub-group under the Finance group will use the same custom project status names assigned to the Finance group.

The total number of available hours (AVL) for a user in Workfront can be affected by the following settings:

Time Off: If days are entered in the Time Off menu within a user's settings, these days will be excluded from the total available hours, reducing the AVL value.

FTE (Full Time Equivalent): If a user's FTE setting is less than 1, this indicates that the user is working part-time. This setting will proportionally reduce the number of available hours shown in the AVL column.

References

These settings are documented in Workfront’s user management and scheduling documentation, where the impact of time off and FTE adjustments on user availability is detailed​​​​.

Objective: Make a request queue visible in the system.

Necessary Actions:

Action 1: Check the box to publish as a help request queue. This action makes the queue available for users to submit help requests.

Action 2: Ensure that the queue project is within a status that equates to Current. This ensures the project is active and visible to users.

Explanation: Both actions are required to ensure the request queue is not only visible but also active and functional for users.